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UI User Interface Enhancements

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Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 12 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 8 months ago in UI User Interface Enhancements 0 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest 8 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...
Guest 9 months ago in UI User Interface Enhancements 0 Future consideration

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...
Tim Smith 9 months ago in UI User Interface Enhancements 0 Future consideration

Total Current Cost of All Estimates

It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Aaron Henry 9 months ago in UI User Interface Enhancements 0 Future consideration

Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page

Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Isaura Clark 9 months ago in UI User Interface Enhancements 0 Future consideration

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge 10 months ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 5 months ago in UI User Interface Enhancements 0 Future consideration

Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest 10 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration